Mahindra Manulife Focused Fund vs DSP Focus Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹2127 Cr | ₹2513 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Nov 2020 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 68% | 31% |
Expense Ratio | 2.02 | 2.04 |
Manager | Krishna Sanghvi | Vinit Sambre |
ISIN Code | INF174V01AD4 | INF740K01532 |
Exits Load | Mahindra Manulife Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.32% | -0.75% |
6 Month | 7.98% | 8.61% |
1 Year | -3.89% | -3.19% |
3 Year | 19.6% | 17.89% |
5 Year | - | 17.53% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.89% | 1.34% |
1 Year | 8.04% | 9.28% |
3 Year | 15.54% | 16.36% |
5 Year | - | 15.23% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.09% | 9.86% |
3 Year | 22.97% | 13.48% |
5 Year | - | 12.95% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.04% | 14.04% |
Sharp | 0.94% | 0.81% |
Beta | 0.94% | 0.92% |
Alpha | 3.46% | 1.13% |
Fund Managers
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Krishna Sanghvi | Vinit Sambre |
Total AUM | ₹1343 Cr | ₹31142 Cr |
Funds Managed | 2 | 3 |
Mahindra Manulife Focused Fund - Regular Plan - Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 6.25 | 18.51 |
Large Cap | 85.25 | 50.83 |
Small Cap | 4.55 | 17.84 |
Mid Cap | 3.95 | 12.82 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 0.79 | 5.78 |
Energy | 11.02 | 3.54 |
Technology | 8.27 | 12.35 |
Industrials | 6.55 | 6.1 |
Consumer Defensive | 7.78 | 2.24 |
Financial Services | 29.86 | 38.65 |
Healthcare | 4.27 | 8.62 |
Basic Materials | 8.41 | 7.42 |
Communication Services | 4.09 | 3.29 |
Utilities | 7.94 | 1.91 |
Consumer Cyclical | 11 | 6.77 |
Real Estate | - | 3.34 |
Top Comparisons
PGIM India Gilt Fund - Growth
3Y Returns7.31%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.24%
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
3Y Returns13.3%
UTI - MNC Fund - Regular Plan - Growth Option
3Y Returns13.61%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns21.76%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.79%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.92%